Reviewing an active loan portfolio for refinance opportunities means manually comparing every client's rate against the market, calculating savings, and writing individual outreach emails.
The automated version scans the portfolio, flags clients who clear the savings threshold, and sends personalized outreach the same day. Replies are tracked, follow ups go out automatically, and consultations get booked without added manual steps.
The full workflow, from trigger to completion.
The automation pulls the full active client list on a fixed weekly schedule.
The automation checks each client's rate against current market rates and calculates savings automatically.
Clients below the savings threshold are logged as reviewed with no outreach sent.
For qualifying clients, the automation drafts and sends a personalized savings email.
The automation sends a reminder if there is no reply after five days and books a call once the client responds.
The loan officer runs the actual conversation and confirms whether the client wants to proceed.
The disclosure package goes out for e-signature and the CRM record is updated with the outcome.
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